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Summit Financial’s Blackrock BLK Stock Holding History

Summit Financial’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.91M Sell
4,068
-216
-5% -$223K 0.04% 414
2026
Q1 		$4.12M Sell
4,284
-874
-17% -$920K 0.05% 363
2025
Q4 		$5.52M Sell
5,158
-85
-2% -$92.9K 0.08% 236
2025
Q3 		$6.11M Buy
5,243
+167
+3% +$187K 0.09% 212
2025
Q2 		$5.33M Sell
5,076
-131
-3% -$124K 0.12% 152
2025
Q1 		$4.93M Sell
5,207
-6
-0.1% -$5.88K 0.14% 140
2024
Q4 		$5.34M Buy
5,213
+384
+8% +$390K 0.19% 103
2024
Q3 		$4.59M Sell
4,829
-17
-0.4% -$14.7K 0.18% 99
2024
Q2 		$3.82M Buy
4,846
+1,976
+69% +$1.54M 0.17% 93
2024
Q1 		$2.39M Buy
2,870
+107
+4% +$86K 0.14% 93
2023
Q4 		$2.24M Sell
2,763
-1
-0% -$698 0.15% 95
2023
Q3 		$1.79M Sell
2,764
-224
-7% -$156K 0.13% 107
2023
Q2 		$2.06M Buy
2,988
+894
+43% +$599K 0.15% 88
2023
Q1 		$1.4M Buy
2,094
+258
+14% +$182K 0.12% 85
2022
Q4 		$1.3M Sell
1,836
-91
-5% -$60.8K 0.12% 88
2022
Q3 		$1.06M Buy
1,927
+320
+20% +$209K 0.1% 103
2022
Q2 		$979K Sell
1,607
-95
-6% -$61.9K 0.09% 99
2022
Q1 		$1.3M Buy
1,702
+222
+15% +$173K 0.1% 96
2021
Q4 		$1.35M Buy
1,480
+579
+64% +$528K 0.1% 87
2021
Q3 		$756K Buy
901
+580
+181% +$520K 0.06% 101
2021
Q2 		$281K Buy
+321
New +$271K 0.03% 137

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Financial's BLK Position: Q2 2026 in Review

Summit Financial reduced its Blackrock (BLK) stake by 5% in Q2 2026, selling an estimated $223K and leaving 4,068 shares worth $3.91M. The position accounts for 0.04% of the portfolio, ranked #414.

Summit Financial first reported a position in BLK in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.11M in Q3 2025. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Summit Financial held 4,068 shares of Blackrock worth $3.91M as of Q2 2026.
  • Summit Financial sold 216 Blackrock shares in Q2 2026, an estimated $223K.
  • Blackrock made up 0.04% of Summit Financial's portfolio in Q2 2026, its #414 holding.
  • Summit Financial first reported a position in Blackrock in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Blackrock position peaked at $6.11M in Q3 2025.
  • 2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.